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Orgel Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Orgel Wealth Management’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9M Buy
143,189
+5,054
+4% +$644K 0.36% 25
2026
Q1 		$15.5M Buy
138,135
+10,246
+8% +$1.22M 0.33% 26
2025
Q4 		$15.5M Sell
127,889
-4
-0% -$480 0.34% 26
2025
Q3 		$15.1M Sell
127,893
-76
-0.1% -$8.65K 0.35% 26
2025
Q2 		$14M Sell
127,969
-9,843
-7% -$992K 0.34% 26
2025
Q1 		$13.5M Sell
137,812
-66,963
-33% -$7M 0.35% 25
2024
Q4 		$21.5M Sell
204,775
-917
-0.4% -$96.2K 0.56% 25
2024
Q3 		$20.9M Sell
205,692
-4,176
-2% -$409K 0.52% 27
2024
Q2 		$20.3M Sell
209,868
-24,833
-11% -$2.3M 0.55% 26
2024
Q1 		$21.9M Sell
234,701
-5,440
-2% -$484K 0.6% 26
2023
Q4 		$20.4M Sell
240,141
-1,395
-0.6% -$110K 0.6% 26
2023
Q3 		$18.2M Buy
241,536
+57
+0% +$4.47K 0.61% 25
2023
Q2 		$18.9M Sell
241,479
-6,193
-3% -$456K 0.63% 24
2023
Q1 		$17.8M Sell
247,672
-15,956
-6% -$1.11M 0.64% 24
2022
Q4 		$17.4M Sell
263,628
-18,448
-7% -$1.23M 0.67% 23
2022
Q3 		$17.7M Buy
282,076
+2,546
+0.9% +$179K 0.88% 20
2022
Q2 		$18.6M Buy
279,530
+7,387
+3% +$533K 1.05% 16
2022
Q1 		$22.1M Sell
272,143
-2,633
-1% -$212K 1.51% 13
2021
Q4 		$24.1M Buy
274,776
+12,126
+5% +$1.04M 2.33% 9
2021
Q3 		$21M Buy
262,650
+4,071
+2% +$335K 2.39% 8
2021
Q2 		$20.7M Sell
258,579
-1,789
-0.7% -$139K 2.59% 9
2021
Q1 		$19.2M Buy
260,368
+2,336
+0.9% +$169K 2.72% 8
2020
Q4 		$18.1M Sell
258,032
-765
-0.3% -$50.5K 3.71% 6
2020
Q3 		$16M Sell
258,797
-11,452
-4% -$696K 4.46% 5
2020
Q2 		$15.2M Buy
270,249
+143,838
+114% +$7.56M 5.74% 5
2020
Q1 		$5.79M Buy
126,411
+10,280
+9% +$555K 2.29% 11
2019
Q4 		$6.57M Buy
116,131
+1,917
+2% +$104K 1.8% 11
2019
Q3 		$5.93M Buy
+114,214
New +$5.91M 2.23% 6

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Orgel Wealth Management's ESGV Position: Q2 2026 in Review

Orgel Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.7% in Q2 2026, buying an estimated $644K and bringing the position to 143,189 shares worth $18.9M. The position accounts for 0.36% of the portfolio, ranked #25.

Orgel Wealth Management first reported a position in ESGV in Q3 2019 and has held it in 28 quarters since. The position peaked at $24.1M in Q4 2021. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Orgel Wealth Management held 143,189 shares of Vanguard ESG US Stock ETF worth $18.9M as of Q2 2026.
  • Orgel Wealth Management bought 5,054 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $644K.
  • Vanguard ESG US Stock ETF made up 0.36% of Orgel Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Orgel Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 28 quarters since.
  • Orgel Wealth Management's Vanguard ESG US Stock ETF position peaked at $24.1M in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.